Microsoft Scenario Library Sales Lead prediction agent

Available with: Copilot Studio and Azure AI Foundry

Sales scenario: Lead prediction agent

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Scenario

Using AI Agents to build a lead prediction agent

Leverage behavioral and CRM data to score leads, predict conversion probabilities, and optimize follow-up prioritization.

1. Lead scoring with data insights

Scores leads using behavioral, CRM, and external data.

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Copilot Studio Agent

Enhanced conversion predictions using historic patterns allowing businesses to focus their efforts on high-potential leads, increasing the overall conversion rate.

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Copilot Studio Agent

Monitors and updates lead data in real-time, capturing new information to keep customer profiles accurate and up to date.

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Copilot Studio Agent

Reassesses lead priorities based on fresh data, ensuring follow-up actions are timely, relevant, and optimized for maximum engagement.

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Copilot Studio Agent

Suggests optimal routing path like assigning a senior sales rep who is an SME on a niche skill that will be required for the lead.

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Copilot Studio Agent

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve customer retention

Improving the quality of sales materials and interactions helps with retention, but the rest of the organization can contribute as well from improved support interactions and first call resolution to improved customer feedback processes to product development.
Improve quality of customer-facing materials​
  • Improve marketing content with clear value propositions​
  • Improve quality of proposals and RFP responses​
  • Improve quality of emails and chats​

How Microsoft Copilot can help increase revenue per sale

Copilot helps expand opportunities through cross selling. Sellers can use Copilot to get suggestions for cross selling opportunities and then research a better together story. Copilot also assists in pulling together quotes and proposals.
Improve quality of customer-facing materials​
  • Improve marketing content with clear value propositions​
  • Create more compelling proposals and RFP responses​​
  • Make emails and chats more impactful​

How Microsoft Copilot can help improve the close rate

Improving the quality of marketing content and customer interactions such as emails and meetings can help to improve close rates. In addition, improving targeting, pricing analysis, and creating effective promotions can also improve close rates.​
Improve quality of customer-facing materials​
  • Improve sales and marketing and content​
  • Create more compelling proposals and RFP responses​
  • Make emails and chats more impactful ​

How Microsoft Copilot can help increase the number of opportunities pursued

Simplifying and automating tasks like preparing for meetings, tracking tasks, sending emails, creating proposals, and researching customer and product information can allow sellers to pursue more opportunities.
Improve customer meetings​
  • Research company information​
  • Learn how to pitch the product​
  • Organize information from past interactions​
  • Completely focus during the meeting​

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.